Tax Instructor
On-siteNew York City, New York, United States or New York, United States
Job Summary
Plan, coordinate, and facilitate in-person and virtual tax training for staff, volunteers, and community partners on IRS-certified topics including Basic, Advanced, and specialty preparation. Deliver hands-on instruction utilizing approved tax software, conduct intake and quality review training, and adapt methods for diverse experience levels. Develop and update training materials, job aids, and reference tools while monitoring IRS updates to ensure accuracy. Support onboarding, track certification progress, and provide post-training technical assistance to resolve filing issues and rejections. Conduct observations of tax preparation activities, offer corrective coaching, and maintain records of training attendance and compliance. Assist with audits and quality assurance reviews to ensure adherence to IRS VITA guidelines and organizational policies.
Required Qualifications
- A bachelor's degree in Business Administration, Finance, Human Services, Workforce Development, or a related field from an accredited institution
- Minimum of 3 years of experience in tax preparation, tax law instruction, VITA programs, or related financial services
- Experience training adults in classroom, virtual, or workshop settings
- Experience utilizing tax preparation software such as TaxSlayer or comparable systems
- IRS Quality Review Certification required within first 90-days of employment and must be recertified yearly
Desired Qualifications
- Experience developing training materials, job aids, and instructional content preferred
- Experience supporting volunteer-based programs is strongly preferred
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